WFG Advisors’s Blackrock BLK Stock Holding History

WFG Advisors’s Portfolio BLK Stock Details BLK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	$463K	Buy	1,096 +438	+67%	+$175K	0.1%	208
2017 Q1	$252K	Buy	658 +23	+4%	+$8.8K	0.07%	290
2016 Q4	$242K	Buy	635 +18	+3%	+$6.6K	0.06%	326
2016 Q3	$224K	Buy	617 +54	+10%	+$19.6K	0.06%	340
2016 Q2	$193K	Buy	563 +40	+8%	+$14.1K	0.05%	352
2016 Q1	$178K	Buy	523 +8	+2%	+$2.54K	0.05%	327
2015 Q4	$175K	Sell	515 -36	-7%	-$12.2K	0.05%	319
2015 Q3	$164K	Sell	551 -19	-3%	-$6.13K	0.05%	331
2015 Q2	$197K	Buy	570 +9	+2%	+$3.28K	0.05%	351
2015 Q1	$205K	Buy	561 +25	+5%	+$9.06K	0.06%	344
2014 Q4	$192K	Buy	536 +27	+5%	+$9.22K	0.04%	437
2014 Q3	$167K	Buy	509 +4	+0.8%	+$1.29K	0.03%	496
2014 Q2	$162K	Sell	505 -75	-13%	-$23K	0.03%	501
2014 Q1	$182K	Buy	580 +52	+10%	+$15.9K	0.04%	454
2013 Q4	$167K	Buy	528 +10	+2%	+$2.98K	0.02%	573
2013 Q3	$140K	Sell	518 -64	-11%	-$17.4K	0.02%	592
2013 Q2	$150K	Buy	+582	New	+$156K	0.02%	537

Other funds holding BLK

PNC Financial Services Group

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Mizuho Financial Group Chiyoda-Ku, Tokyo, Japan $1.21B AUM 23.35% 1-Year Est. Return